Speaking of Gas supplies, we had our Executive VP from Shell Australia present to us a couple of weeks back and she spoke mostly around Shell's transitioning into renewable resources.
One thing i found interesting is that Shell also plans to invest $1 billion (Most likely through onshore Coal Seam Gas) into Africa as they see it as an untapped market. Their plan is to work towards moving African nations out of 3rd world poverty into middle class citizens where they would create jobs and and transition the massive population to become energy consumers as they would afford to own typical houshold appliances and white goods.
An interesting development but we might see CSG pop up in the next few years as a potential power supply at Manono...
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